The transition to employee ownership follows a clear pathway supported by experienced advisors, specialist lenders, and a growing community of EO businesses. Getting the process right ensures:

A fair valuation for your business

Smooth cultural change for your employees

Long-term stability for the company

Transitioning your business into EO is a structured, proven process. It’s more than just transferring shares - it’s about creating a sustainable future for your company, your employees, and your legacy.

A step-by-step guide to planning, financing, and completing your EO journey.

Here’s how it works:

1. Assess Readiness – Complete an EO Readiness Test to analyse suitability.
2. Design the Transition – Work with experienced advisors to scope out the best structure and timeline.
3. Engage Employees – Communicate early and involve your team to build excitement and buy-in.
4. Secure Financing – Vendor finance, banks, or specialist EO capital.
5. Implement the Trust – Navigate legal, financial, and governance steps with support from mission-aligned experts.
6. Celebrate and Build for the Future – Mark the step change and support your new EO culture with practical learning and ongoing advice.